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Tereza Guadalupe Alvarado Pineda

Strategic Advisers LLC

Rosenberg, TX

Sugar Land, TX

CRD 7387618

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Rosenberg, TX • United States

15600 Southwest Freeway, Sugar Land, TX 77478-3881 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kay Jewelers Rosenberg TX 06/2020 05/2021
School Houston TX 08/2004 05/2021
Fidelity Investments Sugarland TX 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 05/2021
    Kay Jewelers
    Rosenberg, TX
  • 08/2004 → 05/2021
    School
    Houston, TX
  • 06/2021 → Present
    Fidelity Investments
    Sugarland, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sugar Land, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-18
S63 Uniform Securities Agent State Law Examination 2021-10-08
  • S66 Uniform Combined State Law Examination
    2022-03-18
  • S63 Uniform Securities Agent State Law Examination
    2021-10-08
Other Names
  • Tereza Guadalupe Alvarado Pineda
  • Tereza Alvarado Pineda

View on SEC IAPD

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